FIM
SWAV

Freedom Investment Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Freedom Investment Management’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,205
Closed -$392K – 886
2024
Q1 		$392K Buy
1,205
+109
+10% +$26.8K 0.03% 507
2023
Q4 		$209K Buy
+1,096
New +$207K 0.02% 698
2023
Q3 		– Sell
-758
Closed -$216K – 770
2023
Q2 		$216K Buy
+758
New +$210K 0.02% 638
2022
Q4 		– Sell
-731
Closed -$203K – 805
2022
Q3 		$203K Buy
+731
New +$186K 0.02% 672

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Freedom Investment Management's SWAV Position: Q2 2024 in Review

Freedom Investment Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,205 shares — an estimated $392K sold.

Freedom Investment Management first reported a position in SWAV in Q3 2022 and held it in 4 quarters. The position peaked at $392K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Freedom Investment Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 1,205 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $392K.
  • Freedom Investment Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 4 quarters.
  • Freedom Investment Management's Shockwave Medical, Inc. Common Stock position peaked at $392K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.